See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,385 | $102,382-38.1% | $147,005-56.9% | $80,874-21.6% |
| Participation rate | 88.9% | 75.8%+13.0pp | 82.2%+6.7pp | 67.6%+21.2pp |
| Annual return | 16.02% | 134.89%-118.9pp | 418.76%-402.7pp | 35.62%-19.6pp |
| Employer contribution / active EE | $2,593 | $3,715-30.2% | $4,934-47.4% | $2,756-5.9% |
| Participant deferral / active EE | $6,510 | $6,646-2.1% | $8,070-19.3% | $4,297+51.5% |
| Admin fee / account holder | $213 | $7,942-97.3% | $13,006-98.4% | $6,935-96.9% |